BHWM

Bar Harbor Wealth Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$1.16M
3
+$1.05M
4
WY icon
Weyerhaeuser
WY
+$551K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$544K

Top Sells

1
+$1.75M
2
+$1.74M
3
+$1.22M
4
DD icon
DuPont de Nemours
DD
+$1.15M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1M

Sector Composition

1 Healthcare 13.03%
2 Technology 12.04%
3 Industrials 7.44%
4 Consumer Staples 7.18%
5 Financials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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8,441
-749
152
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11,567
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153
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154
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161
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162
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165
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174
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175
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